10 Years, Zero Regrets: The Dividend Stocks I Keep Buying - 24/7 Wall St. Stock Market Live May 4, 2026: S&P 500 (SPY) Sinks on Iran Uncertainty Again 10 Years, Zero Regrets: The Dividend Stocks I Keep Buying By Vandita Jadeja Published May 4, 8:55AM EDT Quick Read AbbVie (ABBV) reported $15B in Q1 revenue, up 12.4% year over year, with immunology drugs Skyrizi ($4.5B) and Rinvoq ($2.1B) driving growth, and raised full-year adjusted EPS guidance to $14.08-$14.28. Coca-Cola (KO) delivered 12% Q1 revenue grow ...

PepsiCo, Inc. (NASDAQ:PEP) ranks among the best low-risk investments in May 2026. PepsiCo, Inc. (NASDAQ:PEP) stands out as a stable, low-risk investment option thanks to its steady earnings performance and defensive business model. Following solid first-quarter earnings, UBS confirmed its Buy rating and set a price target of $186 for the company’s shares on April 17. The company reported earnings per share of $1.61, above expectations of $1.55, and revenue of $19.44 billion, exceeding projections of $18. ...

Realty Income (O) turned $1,000 into $1,697 over a decade at 5.4% annually, but rate sensitivity and a 41x forward P/E raise questions about future AFFO growth. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Realty Income wasn't one of them. Get them here FREE. Follow 24/7 Wall St. on Google Want $1,150 in Passive Income? Invest $10,000 Into These 3 Dividend Aristocrats - 24/7 Wall St. Want $1,150 in Passive Income? Invest $10,000 Into These 3 Dividend Aristocrats By Ian Cooper Publi ...

云计算与人工智能 - 谷歌云本季度增长的最大贡献者是人工智能解决方案，由对包括Gemini 3在内的行业领先模型的强劲需求所驱动[1] - 谷歌云平台收入增长远高于云业务整体收入增长率[1] - 谷歌云收入在所有关键领域加速增长，同比增长63%至200亿美元[2] - 亚马逊AWS的增长因客户使用其AI服务以及核心云服务而加速[8] - 寻求AI全部优势的客户正在加速向云端迁移，AI支出与核心增长之间存在强相关性[9] - 亚马逊的AI收入同比增长三位数[9] - 微软预计其平台将推动客户构建和运行AI解决方案，并预计在2027财年收入和营业利润将再次实现两位数增长[4] 科技硬件与半导体 - iPhone在大多数被追踪市场实现两位数增长，包括美国、拉丁美洲、大中华区、西欧、印度、日本和东南亚[2] - iPhone活跃设备装机量创下历史新高，并创下3月份升级用户记录[2] - iPhone收入达到570亿美元，同比增长22%，由iPhone 17系列驱动[2] - 英特尔第一季度营收为136亿美元，比指引中点高出14亿美元[15][16] - 英特尔AI驱动的业务目前占总收入的60%，同比增长40%[16] - 特斯拉利润因与汽车保修相关的“一次性收益”和一些关税减免而提升[17] - 持续的高利率继续增加特斯拉的汽车成本，如果利率继续上升，其补贴成本将继续影响汽车利润率[18] 企业运营与财务展望 - 微软预计下一财年员工人数将同比减少，运营费用增长将在中高个位数，反映了对研发（包括对AI计算、数据和人才的投资）的持续投入[4] - 元公司（Meta）正在利用AI工具大幅提高生产力，这反映在工程师产出的加速上[5][7] - 元公司（Meta）正在对基础设施进行非常重大的投资，并持续评估组织结构以确保未来几年能高效运营[7] - 百事可乐CFO指出通胀是食品饮料业务的不确定领域，公司计划主要通过增长和提高生产力来应对[18][19] - Netflix CFO讨论华纳兄弟探索交易成本，尽管交易取消，但相关成本仍会影响公司2026年的财务，预计全年并购相关费用仍在最初预测的2.75亿美元左右[23][24] 消费与零售 - 星巴克美国特许经营店自2024财年第一季度以来首次恢复全系统同店销售正增长，主要由创纪录的机场客流量和其他非必需品类增长带动[10][11] - 星巴克国际业务第二季度净收入为21亿美元，同比增长近10%，同店销售额增长2.6%[11] - 包括中国、日本、韩国和墨西哥在内的前十大国际市场，九个季度以来首次全部实现同店销售正增长[11] - 摩根大通CFO指出，尽管汽油价格上涨，但目前美国消费者支出依然具有韧性，健康的消费者信贷表现主要归因于强劲的劳动力市场[25] 财务业绩摘要 - 微软调整后每股收益为7.31美元，预期为6.79美元；营收为563.1亿美元，预期为554.5亿美元[6] - 元公司（Meta）调整后每股收益为4.27美元，预期为4.06美元；营收为828.9亿美元，预期为813.9亿美元[5] - 英特尔营收为136亿美元，预期为123.6亿美元[15] - 特斯拉营收为1815.2亿美元，预期为1773.0亿美元；每股收益为2.78美元，预期为1.64美元[13] - 百事可乐调整后每股收益为1.23美元，预期为0.77美元[20] - 星巴克调整后每股收益为0.50美元，预期为0.43美元；营收为95.3亿美元，预期为91.6亿美元[14] - Netflix调整后每股收益为1.61美元，预期为1.55美元；营收为194.4亿美元，预期为189.4亿美元[22] - 摩根大通调整后每股收益为5.94美元，预期为5.49美元；营收为505亿美元，预期为491.7亿美元[26]

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Dive Brief: Dive Insight: The lawsuit also lists packaged foods Kreie frequently consumed prior to her diagnosis, ranging from drinking Kraft Heinz's Capri Sun four times a year to eating General Mill's Reese's Puffs five times a week. The complaint names 12 major food companies, including Kraft Heinz, Mondelēz International, Post Holdings, Coca-Cola, PepsiCo, General Mills ...

Drinks like Dirty Mountain Dew and Coca-Cola Cherry Float are helping the two beverage giants prop up sales. Other major brands are jumping in on the trend as well. ...

BrownForman shares drop as deal talks with French spirits group Pernod collapse | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv A Jack Daniel's whiskey logo can be seen on a barrel at the company's distillery in Lynchburg, Tennessee, U.S. February 3, 2025. REUTERS/Kevin Wurm/File Photo Purchase Licensing Rights, opens new tab "With less strategic fit, potentially more burdensome regulatory process, and likely less control vs. a (Pernod Ricard) deal, w ...

文章核心观点 - 可口可乐2026年第一季度业绩超预期 股价大涨6% 并带动了百事可乐和Keurig Dr Pepper的股价上涨 这反映了市场资金从高估值的AI科技股向防御性消费必需品板块的轮动 [1][2][4][5] 公司业绩与股价表现 - **可口可乐 (KO)** - 2026年第一季度每股收益为0.86美元 超出市场预期的0.81美元 [1][6] - 第一季度营收为124.7亿美元 同比增长12% 有机营收增长10% [1][6] - 可口可乐零糖产品销量在所有地区市场均增长了13% [6] - 营业利润率从33%扩大至35% 自由现金流跃升至17.6亿美元 [6] - 公司上调全年可比每股收益增长指引至8%至9% 同时维持有机营收增长4%至5%的指引 [1][6] - 股价在业绩公布后上涨约6% 年初至今累计上涨14% [1][4][7] - **百事可乐 (PEP)** - 股价在可口可乐带动下上涨2% 年初至今上涨10% [2][4][9] - 其过去一年的回报率为18% 超过了可口可乐和Keurig Dr Pepper [9] - 公司本月早些时候也公布了超预期的第一季度业绩 并重申了全年指引 [9] - **Keurig Dr Pepper (KDP)** - 股价在可口可乐带动下上涨4% 过去一个月上涨7% 显示出复苏势头 [2][4][11] - 过去12个月股价仍下跌14% 这为寻求收益的投资者提供了更低的入场价格和更高的股息收益率 [11] - 公司2026年第一季度业绩在营收和利润两端均超预期 并完成了对JDE Peet's的收购 扩大了国际咖啡业务规模 [12] 市场背景与轮动逻辑 - 市场出现显著分化 AI芯片股因华尔街日报报道OpenAI未能实现关键营收和用户增长目标而下跌 [5] - 资金正从高倍数的AI基础设施板块流出 转向防御性的消费必需品板块 [5] - 当前市场关注点在于KO、PEP和KDP是否是资金在AI交易波动时的理想避风港 [5] 公司特点与投资逻辑 - **可口可乐 (KO)** - 被视为稳定的全球品牌领导者 拥有最亮眼的第一季度财报和最新上调的盈利指引 [14] - **百事可乐 (PEP)** - 提供多元化的必需品业务组合 拥有更广泛的周期性抓手 是股息贵族且正处于又一次年度股息上调周期中 [9][10] - 预测市场综合情绪指数为64.58 显示看涨 信心度为中等 [10] - **Keurig Dr Pepper (KDP)** - 被视为具有更高股息收益率的、拥有新动能的转型标的 其预测市场综合情绪指数为40.39 显示中性 定位为价值型反转交易而非动量交易 [12][14] 潜在挑战与市场观察点 - 密歇根大学消费者信心指数为53.3 处于深度悲观区间 接近衰退水平 可能对饮料行业的溢价定价能力构成压力 [13] - 核心个人消费支出价格指数持续走高 2月份指数为128.86 [13] - GLP-1减肥药物的持续关注可能促使投资者更严格地审视可口可乐和百事可乐的长期销量趋势 [13] - 尽管这三家公司都不算便宜 但在AI交易波动时都能提供可靠的现金流 [15] - 关键观察点包括：可口可乐股价能否在收盘时保持涨幅 百事可乐和Keurig Dr Pepper次日能否延续涨势 以及资金是否会在下周宏观数据公布前持续从芯片股流向饮料股 [16]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In December, I added PepsiCo ( PEP ) to my coverage. Since then, the stock has gained 5.2%, slightly outperforming the S&P 500. The stock price is currently $155.44, but the stock price went as high as $171.48, exceeding my $168.42 price targetDhie ...

Those are steady numbers in a tougher environment. Outside North America, the picture is starting to improve. International markets showed better momentum, which could help offset weakness if the North American food business takes time to recover. The company also benefits from strong shelf placement. Its brands are usually positioned where customers can easily see them, which supports consistent demand. PepsiCo, Inc. (NASDAQ:PEP) is included among the 10 Best Quality Dividend Stocks to Buy According to Red ...